Beacon Pointe Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Beacon Pointe Advisors’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.45M	Buy	89,306 +13,974	+19%	+$698K	0.02%	541
2026 Q1	$3.76M	Buy	75,332 +4,648	+7%	+$232K	0.02%	547
2025 Q4	$3.53M	Buy	70,684 +1,110	+2%	+$55.4K	0.02%	474
2025 Q3	$3.48M	Buy	+69,574	New	+$3.47M	0.03%	430

Other funds holding TBIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Pointe Advisors's TBIL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 19% in Q2 2026, buying an estimated $698K and bringing the position to 89,306 shares worth $4.45M. The position accounts for 0.02% of the portfolio, ranked #541.

Beacon Pointe Advisors first reported a position in TBIL in Q3 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Beacon Pointe Advisors held 89,306 shares of F/m US Treasury 3 Month Bill Fund worth $4.45M as of Q2 2026.
Beacon Pointe Advisors bought 13,974 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $698K.
F/m US Treasury 3 Month Bill Fund made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #541 holding.
Beacon Pointe Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and has held it in 4 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.